Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$296K Buy
2022
Q2
Sell
2022
Q1
$912K Buy
2020
Q3
Sell
2020
Q2
$3.13M Buy
2019
Q4
Sell
2019
Q3
$1.64M Sell
2019
Q2
$1.88M Sell
2019
Q1
$2.24M Buy
2018
Q4
$1.81M Buy
2014
Q3
Sell
2014
Q2
$1.62M Buy